Huntsville, ON

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Huntsville, ON
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Best Financial Advisors in Huntsville, ON

The highest-rated Financial Planning & Wealth Management companies out of 51 vetted & reviewed in the Huntsville area.

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Unity Group Financial

Unity Group Financial

(4)
“As someone with limited investing knowledge, Cooper patiently walked my wife and I through the investment process, options, and realistic outcomes and took the time to make sure we were fully comfortable with our choices.”
In Business Since 2017
37 Selkirk Dr, Huntsville, ON P1H 0C5
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PRL Financial

PRL Financial

In Business Since 2020
164 Bay Meadows Rd, Huntsville, ON P1H 2J3
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Clarity Private Wealth Solutions

Clarity Private Wealth Solutions

“Lindsay is dedicated to being your personal Insurance Advisor. There are some things you just need to work with someone who is devoted to helping you understand how things work, what's possible and what makes sense - Life Insurance and Living Benefit...”
In Business Since 2013
Licensed
Serving Huntsville Area
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RBC Wealth Management Muskoka Investment Advisor

RBC Wealth Management Muskoka Investment Advisor

“From your first meeting with your Investment Advisor, you are on the road to a long-term wealth management plan—and relationship.”
In Business Since 2000
Serving Huntsville Area
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Strata Wealth & Risk Management

Strata Wealth & Risk Management

(8)
“Tyler and his team are such an amazing resource and always are keen to listen to your current ideas / challenges and find solutions to meet your short term needs and achieve your long term goals.”
Serving Huntsville Area
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Angelo Setten

Angelo Setten

Financial Planning, Estate Planning, Investment Planning
“We are dedicated to providing investment management and strategic wealth planning. Simply put, we strive to be our client's trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve ...”
In Business Since 2012
Serving Huntsville Area
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Cindy Trapp-Investors Group

Cindy Trapp-Investors Group

(1)
“If you want to know what to do and what NOT to do in looking towards a better financial future call Cindy!”
Serving Huntsville Area
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DTA Accountants & Business Advisors

DTA Accountants & Business Advisors

(1)
“Dap and his team of professionals have handled my personal and business taxes for over 5 years and I couldn't be happier with their work.”
Serving Huntsville Area
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Corporate Solutions

Corporate Solutions

(1)
The Exempt Transfer, Shareholder Planning, Succession Planning
“They clearly care about their clients and understand the intregal role insurance has when creating, maintaining and passing on wealth.”
543 Yonge St, Midland, ON L4R 2C6
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Georgian Shores Wealth Management - Larry Buckley

Georgian Shores Wealth Management - Larry Buckley

(1)
“I have been dealing with shawn davy for years, very professional.”
In Business Since 2001
Free Initial Consultation
437 King St, Midland, ON L4R 3N3
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Premier Financial Planning Services

Premier Financial Planning Services

(3)
“She carefully and thoroughly advised me about the various risks I needed to consider, patiently went through several iterations as I began to narrow my future vision, ran precise and exacting projections, and suggested highly creative options I never...”
In Business Since 2000
544 Hugel Ave, Midland, ON L4R 1V9
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Sound Wealth Financial

Sound Wealth Financial

(1)
“It's very evident that she really cares about her clients and helping them meet any financial goal they have, highly recommend!”
In Business Since 2017
Serving Huntsville Area
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Blair Stotesbury, Chartered Professional Accountant

Blair Stotesbury, Chartered Professional Accountant

(1)
Accounting, Estates & Trusts, Tax Planning
“Excellent skill and very friendly.”
In Business Since 2007
Serving Huntsville Area
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IPC Securities Corporation - Michael Webb

IPC Securities Corporation - Michael Webb

““My father started working with Webb and Associates years ago to manage his money in retirement, and while I was young at the time, I noticed that he always came home from the meetings “with his financial people” with a big smile on his face. After m...”
In Business Since 2007
338 King St, Midland, ON L4R 3M8
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Easihelp

Easihelp

“EASI help is for those people who want some assistance with these services through your time of loss, from obtaining accurate estate documentation , to walking you through all of the necessary steps to complete the process, however long this takes.”
In Business Since 2013
Serving Huntsville Area
FAQs
How long does this process typically take?
It depends on the complexity of the estate, but we try to complete assessments with 24-48 hours of receipt of all of the information required to provide you with thorough assessment and cost.
Do I need to employ the services of an accountant and/or lawyer?
We will advise you if you require the services of an accountant and/or lawyer, and we will recommend those we are associated with. Often we can take care of the paperwork with these professionals on your behalf and you will always be advised of the cost beforehand, usually in the initial assessment of the estate.
How do I know if the will needs to be probated?
After reviewing all the details of the estate we can advise whether or not this is required. Here ia a link to an article on recent tax changes. Newly changed tax has local Funeral Directors seeing red
Where are you located?
Our physical office is located in Parry Sound, but we can be reached in a variety of ways to help you, including telephone, fax or email and we likely have a representative in your area. Our contact page will give you a list of options to contact us.
Will all of my information be kept confidential by EASIhelp?
Yes. Nothing will be divulged without your express consent, and only to those parties who require information to assist in the handling of your estate. Please review our privacy policy for further details.
More info can be found on the FAQ page of our website.
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Carruthers Walker Financial

Carruthers Walker Financial

(9)
  • Team
“Aside from assisting us with our company benefits, Jenn has come and provided valuable learning sessions to our employees - Jenn and the Carruthers staff always go the extra mile.”
15054 Yonge St, Aurora, ON L4G 1M4
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TK Dale Wealth

TK Dale Wealth

(8)
  • Investments
  • Knowledge
“Trevor is one of the best professionals myself and my spouse have ever met: apart from his high academic background, many years of certified knowledge and experience, his intelligent approach to every problem, his kindness and patience when explainin...”
In Business Since 2021
Licensed
71 Main St S, Newmarket, ON L3Y 3L5
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Boden & Associates

Boden & Associates

(1)
Comprehensive Financial Planning, For Business Owners, For Individuals
“I trust her to give me the best financial advice for myself and my family .”
In Business Since 2011
347 Charlotte St #100, Peterborough, ON K9J 2W1
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Roche

Roche

(2)
“Elaine always provides the best service year after year and always a phone call away.”
690 Sidney St unit 16, Belleville, ON K8P 4A8
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Harmer Wealth Management Corp.

Harmer Wealth Management Corp.

(50)
Real Estate, Investment Management, Mortgages
“He is very knowledgeable, professional and explained everything to me on a level which gave me a better understanding of how and where my funds were being allocated.”
In Business Since 2019
Offers Financing Options
Transparent Fees & Pricing
Licensed
Serving Huntsville Area
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Sharptax Consulting

Sharptax Consulting

(50)
Tax and Accounting, Financial Planning, Business Services
“Sharptax Consulting has been filling my taxes over the last five years and I'm extremely satisfied with their service and the level of competence they hold.”
12 Northvale Rd, Markham, ON L6B 1G4
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Bisaillon Asset Management

Bisaillon Asset Management

(50)
  • Family
  • Team
  • Business
“Ray has always applied his considerable knowledge of investment strategies to update my portfolio direction to best suited market conditions on a regular basis.”
957 Cambrian Heights Dr Suite #200A, Sudbury, ON P3C 5S5
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Gane Financial

Gane Financial

(50)
  • Strategies
  • Team
  • Manage
“Extremely professional, the Gane team helped me navigate my finances, sharing unvaluable knowledge and illustrating all the options available to achieve my goals while protecting my assets.”
In Business Since 2004
80 Mary St, Barrie, ON L4N 1T1
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Get Me Debt Free

Get Me Debt Free

(48)
  • Life
  • Solution
  • Family
“If I had listened to the advice of my lawyer, I would have chosen bankruptcy and would be starting over and I am not in a position to be starting over in this stage of my life after divorce.”
430 Notre Dame Ave, Greater Sudbury, ON P3C 5K7
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Retirement Planning and Investment Management Services in Huntsville, ON Cost Estimates

Minimum cost
$1201
Maximum cost
$10205
National Average
$3602
Avg Per Hour Rates
$361
$2401
$6603
Fair price range is based on 440 cost profiles
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Average Cost $3602
Minimum cost $1201
Maximum cost $10205
Avg Per Hour Rates $361

Fair range $2401 to $6603 is based on 440 cost profiles.

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